{"id":16755,"date":"2026-10-16T11:15:51","date_gmt":"2026-10-16T03:15:51","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=16755"},"modified":"2026-10-16T11:19:24","modified_gmt":"2026-10-16T03:19:24","slug":"taiwan-stocks-rebalancing","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=16755","title":{"rendered":"\u53f0\u80a1\u63a5\u8fd1 5 \u842c\u9ede\uff1a\u80a1\u7968\u8d85\u51fa\u76ee\u6a19\u6bd4\u91cd\u6642\u600e\u9ebc\u518d\u5e73\u8861"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5e74\u521d\u628a\u8cc7\u91d1\u914d\u6210\u80a1\u7968\u516d\u6210\u3001\u50b5\u5238\u56db\u6210\u7684\u6295\u8cc7\u4eba\uff0c\u5982\u679c\u80a1\u7968\u653e\u7684\u662f\u53f0\u80a1\u5927\u76e4\uff0c10 \u6708 6 \u65e5\u6253\u958b\u5e33\u6236\uff0c\u80a1\u7968\u5df2\u7d93\u5360\u5230\u4e03\u6210\u4e8c\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u904e\u4e86\u4e00\u9031\uff0c10 \u6708 15 \u65e5\u52a0\u6b0a\u6307\u6578\u55ae\u65e5\u8dcc 3.41%\uff0c\u80a1\u7968\u6bd4\u91cd\u56de\u5230\u4e03\u6210\u4e00\u5de6\u53f3\u3002\u9019\u6bb5\u6642\u9593\u4ed6\u4ec0\u9ebc\u90fd\u6c92\u505a\uff0c\u6bd4\u91cd\u662f\u5e02\u5834\u66ff\u4ed6\u6539\u7684\uff0c\u800c\u4e14\u6539\u7684\u65b9\u5411\u548c\u5e45\u5ea6\uff0c\u4ed6\u4e8b\u5148\u90fd\u4e0d\u77e5\u9053\u3002<\/p>\n\n<h2 class=\"wp-block-heading\">\u53f0\u80a1\u4eca\u5e74\u6f32\u4e86\u591a\u5c11<\/h2>\n\n<p class=\"wp-block-paragraph\">\u81fa\u7063\u8b49\u5238\u4ea4\u6613\u6240\u767c\u884c\u91cf\u52a0\u6b0a\u80a1\u50f9\u6307\u6578 2025 \u5e74\u5e95\u6536\u5728 28,963.60 \u9ede\u300210 \u6708 6 \u65e5\u6536\u5728 49,822.55 \u9ede\uff0c\u662f\u6b77\u53f2\u6700\u9ad8\u6536\u76e4\uff0c\u96e2 5 \u842c\u9ede\u53ea\u5dee 177 \u9ede\u300210 \u6708 15 \u65e5\u6536 46,969.87 \u9ede\uff0c\u6bd4\u9ad8\u9ede\u4f4e\u7d04 5.7%\uff0c\u4eca\u5e74\u4ee5\u4f86\u4ecd\u4e0a\u6f32\u7d04 62.2%\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u4e00\u8def\u4e0a\u4e26\u4e0d\u5e73\u9806\u30022 \u6708 26 \u65e5\u5230 3 \u6708 31 \u65e5\uff0c\u6307\u6578\u7531 35,414.49 \u9ede\u8dcc\u5230 31,722.99 \u9ede\uff0c\u8dcc\u5e45\u7d04 10.4%\uff1b6 \u6708 22 \u65e5\u5230 7 \u6708 30 \u65e5\uff0c\u53c8\u7531 47,741.51 \u9ede\u8dcc\u5230 39,933.30 \u9ede\uff0c\u8dcc\u4e86\u7d04 16.4%\u3002\u6f32\u4e86\u516d\u6210\u591a\u7684\u4e00\u5e74\u88e1\uff0c\u6709\u5169\u6bb5\u4e00\u6210\u4ee5\u4e0a\u7684\u56de\u6a94\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u6f32\u5e45\u4e5f\u96c6\u4e2d\u5728\u5c11\u6578\u516c\u53f8\u3002\u4f9d\u81fa\u7063\u671f\u8ca8\u4ea4\u6613\u6240\u6574\u7406\u7684\u6210\u5206\u80a1\u5e02\u503c\u6bd4\u91cd\uff0c9 \u6708 30 \u65e5\u53f0\u7a4d\u96fb\u5360\u52a0\u6b0a\u6307\u6578 41.1%\uff0c\u524d\u5341\u5927\u6210\u5206\u80a1\u5408\u8a08\u7d04 59.8%\u3002\u653e\u5230\u5168\u7403\u80a1\u5e02\u4f86\u770b\uff0c\u53f0\u7063\u5728 MSCI \u5168\u7403\u6307\u6578\uff08ACWI\uff09\u88e1\u7684\u6b0a\u91cd\u662f 3.46%\u3002<\/p>\n\n<figure class=\"wp-block-table\"><table>\n<thead>\n<tr>\n<th style=\"text-align: center;\">\u9805\u76ee<\/th>\n<th style=\"text-align: center;\">\u6578\u503c<\/th>\n<th style=\"text-align: center;\">\u65e5\u671f<\/th>\n<th style=\"text-align: center;\">\u4f86\u6e90<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"text-align: center;\">\u52a0\u6b0a\u6307\u6578\u6536\u76e4<\/td>\n<td style=\"text-align: center;\">46,969.87 \u9ede<\/td>\n<td style=\"text-align: center;\">2026-10-15<\/td>\n<td style=\"text-align: center;\">\u8b49\u4ea4\u6240<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u6b77\u53f2\u6700\u9ad8\u6536\u76e4<\/td>\n<td style=\"text-align: center;\">49,822.55 \u9ede<\/td>\n<td style=\"text-align: center;\">2026-10-06<\/td>\n<td style=\"text-align: center;\">\u8b49\u4ea4\u6240<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u4eca\u5e74\u4ee5\u4f86\u6f32\u5e45\uff08\u672a\u542b\u80a1\u5229\uff09<\/td>\n<td style=\"text-align: center;\">\u7d04 62.2%<\/td>\n<td style=\"text-align: center;\">2025-12-31 \u81f3 2026-10-15<\/td>\n<td style=\"text-align: center;\">\u8b49\u4ea4\u6240\uff1b\u963f\u723e\u767c\u8a08\u7b97<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u53f0\u7a4d\u96fb\u5360\u52a0\u6b0a\u6307\u6578<\/td>\n<td style=\"text-align: center;\">41.1%<\/td>\n<td style=\"text-align: center;\">2026-09-30<\/td>\n<td style=\"text-align: center;\">\u671f\u4ea4\u6240<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u524d\u5341\u5927\u6210\u5206\u80a1\u5408\u8a08<\/td>\n<td style=\"text-align: center;\">\u7d04 59.8%<\/td>\n<td style=\"text-align: center;\">2026-09-30<\/td>\n<td style=\"text-align: center;\">\u671f\u4ea4\u6240\uff1b\u963f\u723e\u767c\u52a0\u7e3d<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u53f0\u7063\u5360 MSCI ACWI<\/td>\n<td style=\"text-align: center;\">3.46%<\/td>\n<td style=\"text-align: center;\">2026-09-30<\/td>\n<td style=\"text-align: center;\">MSCI<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/figure>\n\n<h2 class=\"wp-block-heading\">\u80a1\u516d\u50b5\u56db\uff0c\u600e\u9ebc\u8b8a\u6210\u80a1\u4e03\u4e00\u50b5\u4e8c\u4e5d<\/h2>\n\n<p class=\"wp-block-paragraph\">\u7528\u4e00\u500b\u7c21\u5316\u7684\u7b97\u4f8b\u3002100 \u842c\u5143\uff0c\u5e74\u521d 60 \u842c\u5143\u653e\u53f0\u80a1\u5927\u76e4\u300140 \u842c\u5143\u653e\u50b5\u5238\u3002\u5047\u8a2d\u80a1\u7968\u90e8\u4f4d\u7684\u6f32\u5e45\u7b49\u65bc\u52a0\u6b0a\u6307\u6578\uff08\u672a\u8a08\u80a1\u5229\uff09\uff0c\u50b5\u5238\u5168\u5e74\u6301\u5e73\u3002<\/p>\n\n<figure class=\"wp-block-table\"><table>\n<thead>\n<tr>\n<th style=\"text-align: center;\"><\/th>\n<th style=\"text-align: center;\">2025 \u5e74\u5e95<\/th>\n<th style=\"text-align: center;\">2026-10-06\uff08\u9ad8\u9ede\uff09<\/th>\n<th style=\"text-align: center;\">2026-10-15<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"text-align: center;\">\u80a1\u7968<\/td>\n<td style=\"text-align: center;\">60 \u842c\u5143\uff0860%\uff09<\/td>\n<td style=\"text-align: center;\">\u7d04 103.2 \u842c\u5143\uff0872.1%\uff09<\/td>\n<td style=\"text-align: center;\">\u7d04 97.3 \u842c\u5143\uff0870.9%\uff09<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u50b5\u5238<\/td>\n<td style=\"text-align: center;\">40 \u842c\u5143\uff0840%\uff09<\/td>\n<td style=\"text-align: center;\">40 \u842c\u5143\uff0827.9%\uff09<\/td>\n<td style=\"text-align: center;\">40 \u842c\u5143\uff0829.1%\uff09<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u5408\u8a08<\/td>\n<td style=\"text-align: center;\">100 \u842c\u5143<\/td>\n<td style=\"text-align: center;\">\u7d04 143.2 \u842c\u5143<\/td>\n<td style=\"text-align: center;\">\u7d04 137.3 \u842c\u5143<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/figure>\n\n<p class=\"wp-block-paragraph\">\u793a\u7bc4\u8a66\u7b97\uff0c\u4ee5\u52a0\u6b0a\u6307\u6578\u6f32\u8dcc\u5e45\u4ee3\u5165\uff0c\u672a\u8a08\u80a1\u5229\u3001\u8cbb\u7528\u8207\u7a05\u8ca0\uff0c\u4e0d\u4ee3\u8868\u4efb\u4f55\u5be6\u969b\u5e33\u6236\u7e3e\u6548\u3002\u963f\u723e\u767c\u6295\u8cc7\u7814\u7a76\u5718\u968a\u8a08\u7b97\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u80a1\u7968\u6bd4\u91cd\u591a\u4e86\u5c07\u8fd1 11 \u500b\u767e\u5206\u9ede\u3002\u5047\u8a2d\u80a1\u7968\u518d\u9047\u5230\u4e00\u6b21\u50cf 6 \u6708\u5230 7 \u6708\u90a3\u6a23 16.4% \u7684\u56de\u6a94\u3001\u50b5\u5238\u4e0d\u52d5\uff0c\u539f\u672c\u7684\u80a1\u516d\u50b5\u56db\u7d04\u5c11 9.8%\uff0c\u73fe\u5728\u7684\u80a1\u4e03\u4e00\u50b5\u4e8c\u4e5d\u7d04\u5c11 11.6%\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u5dee\u8ddd\u770b\u8d77\u4f86\u53ea\u6709\u4e00\u3001\u5169\u500b\u767e\u5206\u9ede\u3002\u53ef\u662f\u7576\u521d\u8a55\u4f30\u81ea\u5df1\u627f\u53d7\u5f97\u4e86\u591a\u5c11\u6ce2\u52d5\u6642\uff0c\u9078\u7684\u662f\u516d\u6210\uff1b\u4e03\u6210\u4e00\u662f\u53e6\u4e00\u500b\u98a8\u96aa\u7b49\u7d1a\u7684\u7d44\u5408\uff0c\u53ea\u662f\u6c92\u6709\u4eba\u554f\u904e\u4ed6\u8981\u4e0d\u8981\u63db\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u96c6\u4e2d\u5ea6\u4e5f\u4e00\u8d77\u653e\u5927\u3002\u80a1\u7968\u90e8\u4f4d\u5982\u679c\u5168\u662f\u53f0\u80a1\u5927\u76e4\uff0c\u4ee5 9 \u6708\u5e95\u7684\u6210\u5206\u80a1\u6b0a\u91cd\u4f30\u7b97\uff0c\u80a1\u7968\u5360\u516d\u6210\u6642\uff0c\u53f0\u7a4d\u96fb\u7d04\u5360\u6574\u500b\u7d44\u5408\u7684 24.7%\uff1b\u80a1\u7968\u5360\u4e03\u6210\u4e00\u6642\uff0c\u5347\u5230\u7d04 29.1%\u3002\u4e00\u5bb6\u516c\u53f8\u5360\u4e86\u5c07\u8fd1\u4e09\u6210\u8cc7\u7522\uff0c\u800c\u5b83\u6240\u5728\u7684\u5e02\u5834\u53ea\u5360\u5168\u7403\u80a1\u5e02\u7684 3.46%\u3002<\/p>\n\n<h2 class=\"wp-block-heading\">\u4e09\u7a2e\u518d\u5e73\u8861\u7684\u505a\u6cd5<\/h2>\n\n<p class=\"wp-block-paragraph\">\u518d\u5e73\u8861\u5c31\u662f\u628a\u6f02\u79fb\u7684\u6bd4\u91cd\u62c9\u56de\u539f\u672c\u8a2d\u5b9a\u7684\u76ee\u6a19\u3002\u5e38\u898b\u7684\u505a\u6cd5\u6709\u4e09\u7a2e\uff0c\u5404\u6709\u4ee3\u50f9\u3002<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9a\u671f\u518d\u5e73\u8861\u3002<\/strong> \u56fa\u5b9a\u6642\u9ede\u6aa2\u67e5\u4e26\u8abf\u56de\u76ee\u6a19\uff0c\u4f8b\u5982\u6bcf\u5b63\u6216\u6bcf\u5e74\u4e00\u6b21\u3002\u597d\u8655\u662f\u7c21\u55ae\u3001\u4e0d\u5fc5\u4e00\u76f4\u770b\u76e4\uff1b\u7f3a\u9ede\u662f\u5169\u6b21\u6aa2\u67e5\u4e4b\u9593\uff0c\u6bd4\u91cd\u53ef\u80fd\u5df2\u7d93\u504f\u96e2\u5f88\u591a\u3002<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u504f\u96e2\u9580\u6abb\u3002<\/strong> \u6bd4\u91cd\u504f\u96e2\u76ee\u6a19\u8d85\u904e\u4e8b\u5148\u5beb\u597d\u7684\u5e45\u5ea6\u624d\u8abf\u6574\uff0c\u5927\u6f32\u5927\u8dcc\u6642\u624d\u6703\u52d5\u3002\u5b83\u9700\u8981\u6301\u7e8c\u76e3\u63a7\uff1b\u9580\u6abb\u8a2d\u5f97\u592a\u7a84\uff0c\u4ea4\u6613\u6b21\u6578\u8207\u6210\u672c\u90fd\u6703\u589e\u52a0\u3002<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u7528\u65b0\u8cc7\u91d1\u8abf\u6574\u3002<\/strong> \u4e0d\u8ce3\u51fa\uff0c\u628a\u65b0\u6295\u5165\u7684\u9322\u3001\u80a1\u5229\u6216\u50b5\u606f\u512a\u5148\u653e\u9032\u6bd4\u91cd\u504f\u4f4e\u7684\u8cc7\u7522\u3002\u4e0d\u8ce3\u5c31\u6c92\u6709\u8ce3\u51fa\u7684\u4ea4\u6613\u6210\u672c\uff0c\u9650\u5236\u5728\u65bc\u73fe\u91d1\u6d41\u8981\u5920\u5927\u3002\u4ee5 10 \u6708 15 \u65e5\u7684\u7b97\u4f8b\uff0c\u4e0d\u8ce3\u80a1\u7968\u3001\u53ea\u9760\u52a0\u78bc\u50b5\u5238\u628a\u80a1\u7968\u62c9\u56de 60%\uff0c\u5f97\u518d\u6295\u5165\u7d04 24.9 \u842c\u5143\uff0c\u7b49\u65bc\u539f\u59cb\u672c\u91d1\u7684\u56db\u5206\u4e4b\u4e00\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u5be6\u52d9\u4e0a\u4e5f\u5e38\u628a\u5169\u7a2e\u65b9\u6cd5\u6df7\u8457\u7528\uff0c\u4f8b\u5982\u5b9a\u671f\u6aa2\u67e5\u3001\u504f\u96e2\u5920\u5927\u624d\u52d5\u624b\u3002\u9069\u5408\u54ea\u4e00\u7a2e\uff0c\u8981\u770b\u81ea\u5df1\u80fd\u4e0d\u80fd\u5b88\u4f4f\u6aa2\u67e5\u7684\u7d00\u5f8b\u3001\u4ea4\u6613\u6210\u672c\u8207\u7a05\u8ca0\u6709\u591a\u5c11\uff0c\u4ee5\u53ca\u6709\u6c92\u6709\u7a69\u5b9a\u7684\u8cc7\u91d1\u6d41\u5165\u3002<\/p>\n\n<h2 class=\"wp-block-heading\">\u7814\u7a76\u600e\u9ebc\u8aaa\uff1a\u518d\u5e73\u8861\u7ba1\u7684\u662f\u98a8\u96aa<\/h2>\n\n<p class=\"wp-block-paragraph\">Vanguard 2010 \u5e74\u7684\u7814\u7a76\u300aBest practices for portfolio rebalancing\u300b\uff0c\u7528 1926 \u5230 2009 \u5e74\u7684\u7f8e\u570b\u80a1\u50b5\u8cc7\u6599\uff0c\u6bd4\u8f03\u80a1\u516d\u50b5\u56db\u7d44\u5408\u300c\u6bcf\u6708\u518d\u5e73\u8861\u300d\u548c\u300c\u5f9e\u4e0d\u518d\u5e73\u8861\u300d\u7684\u7d50\u679c\uff1a<\/p>\n\n<figure class=\"wp-block-table\"><table>\n<thead>\n<tr>\n<th style=\"text-align: center;\">1926\u20132009 \u5e74<\/th>\n<th style=\"text-align: center;\">\u6bcf\u6708\u518d\u5e73\u8861<\/th>\n<th style=\"text-align: center;\">\u5f9e\u4e0d\u518d\u5e73\u8861<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"text-align: center;\">\u80a1\u7968\u6bd4\u91cd\u6700\u9ad8<\/td>\n<td style=\"text-align: center;\">68%<\/td>\n<td style=\"text-align: center;\">99%<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u80a1\u7968\u6bd4\u91cd\u6700\u4f4e<\/td>\n<td style=\"text-align: center;\">52%<\/td>\n<td style=\"text-align: center;\">36%<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u671f\u672b\u80a1\u7968\u6bd4\u91cd<\/td>\n<td style=\"text-align: center;\">61%<\/td>\n<td style=\"text-align: center;\">98%<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u5e74\u5316\u5831\u916c<\/td>\n<td style=\"text-align: center;\">8.5%<\/td>\n<td style=\"text-align: center;\">9.1%<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">\u5e74\u5316\u6a19\u6e96\u5dee<\/td>\n<td style=\"text-align: center;\">12.1%<\/td>\n<td style=\"text-align: center;\">14.4%<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/figure>\n\n<p class=\"wp-block-paragraph\">\u8cc7\u6599\u4f86\u6e90\uff1aVanguard\uff0cJaconetti\u3001Kinniry\u3001Zilbering\uff082010-07\uff09\uff0cFigure 5\u3002\u7f8e\u5143\u8a08\u50f9\u3001\u6b77\u53f2\u8cc7\u6599\u6a21\u64ec\uff0c\u4e0d\u4ee3\u8868\u4efb\u4f55\u5be6\u969b\u6295\u8cc7\u7684\u5831\u916c\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u5f9e\u4e0d\u518d\u5e73\u8861\u7684\u7d44\u5408\u5831\u916c\u7565\u9ad8\uff0c\u539f\u56e0\u662f\u80a1\u7968\u8d8a\u653e\u8d8a\u591a\uff0c\u5230\u4e86\u671f\u672b\u5e7e\u4e4e\u662f\u5168\u80a1\u7968\u7d44\u5408\uff0c\u6ce2\u52d5\u4e5f\u9ad8\u4e86\u4e00\u622a\u3002\u7814\u7a76\u5728\u6458\u8981\u7b2c\u4e00\u53e5\u5c31\u5beb\u660e\uff0c\u518d\u5e73\u8861\u7684\u4e3b\u8981\u76ee\u7684\u662f\u628a\u98a8\u96aa\u63a7\u5236\u5728\u76ee\u6a19\u914d\u7f6e\u9644\u8fd1\uff0c\u4e26\u975e\u8ffd\u6c42\u6700\u9ad8\u5831\u916c\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u540c\u4e00\u4efd\u7814\u7a76\u4e5f\u6bd4\u8f03\u4e86\u983b\u7387\u3002\u6bcf\u6708\u8207\u6bcf\u5e74\u518d\u5e73\u8861\u7684\u5e73\u5747\u80a1\u7968\u6bd4\u91cd\u5206\u5225\u662f 60.1% \u8207 60.5%\uff0c\u5e73\u5747\u5e74\u5831\u916c 8.5% \u8207 8.6%\uff0c\u5dee\u7570\u5f88\u5c0f\uff1b\u518d\u5e73\u8861\u6b21\u6578\u537b\u662f 1,008 \u6b21\u5c0d 83 \u6b21\uff0c\u4ea4\u6613\u6210\u672c\u5dee\u5f88\u591a\u3002Vanguard \u7684\u7d50\u8ad6\u662f\uff0c\u6c92\u6709\u54ea\u4e00\u7a2e\u983b\u7387\u6216\u9580\u6abb\u662f\u6700\u4f73\u89e3\uff0c\u6bd4\u8f03\u8981\u7dca\u7684\u662f\u9078\u5b9a\u4e00\u7a2e\u65b9\u6cd5\u4e4b\u5f8c\u6301\u7e8c\u7167\u505a\u3002<\/p>\n\n<h2 class=\"wp-block-heading\">\u5e38\u898b\u554f\u984c<\/h2>\n\n<h3 class=\"wp-block-heading\">\u53f0\u80a1\u9084\u5728\u6f32\uff0c\u8981\u4e0d\u8981\u7b49\u66f4\u9ad8\u518d\u8ce3\uff1f<\/h3>\n\n<p class=\"wp-block-paragraph\">\u7b49\u66f4\u9ad8\u518d\u8ce3\uff0c\u662f\u5728\u731c\u6307\u6578\u7684\u4e0b\u4e00\u6b65\uff0c\u800c\u518d\u5e73\u8861\u6b63\u662f\u70ba\u4e86\u4e0d\u5fc5\u731c\u300210 \u6708 6 \u65e5\u96e2 5 \u842c\u9ede\u53ea\u5dee 177 \u9ede\uff0c\u4e00\u9031\u5f8c\u5c31\u4f4e\u4e86 5.7%\uff0c\u4e8b\u524d\u6c92\u6709\u4eba\u80fd\u78ba\u5b9a\u54ea\u4e00\u5929\u662f\u9ad8\u9ede\u3002\u8abf\u6574\u7684\u4f9d\u64da\u662f\u6bd4\u91cd\u504f\u96e2\u76ee\u6a19\u591a\u5c11\uff0c\u8207\u6307\u6578\u5728\u5e7e\u9ede\u7121\u95dc\u3002<\/p>\n\n<h3 class=\"wp-block-heading\">\u8981\u8ce3\u591a\u5c11\uff1f<\/h3>\n\n<p class=\"wp-block-paragraph\">\u8ce3\u5230\u80a1\u7968\u56de\u5230\u76ee\u6a19\u6bd4\u91cd\u70ba\u6b62\u3002\u4ee5 10 \u6708 15 \u65e5\u7684\u7b97\u4f8b\uff0c\u7e3d\u8cc7\u7522\u7d04 137.3 \u842c\u5143\uff0c\u80a1\u7968\u76ee\u6a19 60% \u7d04 82.4 \u842c\u5143\uff0c\u8981\u8ce3\u51fa\u7d04 14.9 \u842c\u5143\uff0c\u5927\u7d04\u662f\u80a1\u7968\u90e8\u4f4d\u7684 15%\u3002\u5be6\u969b\u52d5\u624b\u524d\uff0c\u9084\u8981\u628a\u624b\u7e8c\u8cbb\u8207\u8b49\u4ea4\u7a05\u7b97\u9032\u53bb\u3002<\/p>\n\n<h3 class=\"wp-block-heading\">\u8ce3\u6389\u4e4b\u5f8c\u80a1\u7968\u7e7c\u7e8c\u6f32\uff0c\u4e0d\u5c31\u5c11\u8cfa\u4e86\uff1f<\/h3>\n\n<p class=\"wp-block-paragraph\">\u6703\u3002Vanguard \u7684\u8cc7\u6599\u88e1\uff0c\u5f9e\u4e0d\u518d\u5e73\u8861\u7684\u7d44\u5408\u9577\u671f\u5831\u916c\u78ba\u5be6\u7565\u9ad8\uff0c\u4ee3\u50f9\u662f\u591a\u627f\u64d4\u6ce2\u52d5\uff0c\u6700\u5f8c\u8b8a\u6210\u4e00\u500b\u548c\u539f\u672c\u5b8c\u5168\u4e0d\u540c\u7684\u7d44\u5408\u3002\u518d\u5e73\u8861\u653e\u68c4\u7684\u662f\u80a1\u7968\u7e7c\u7e8c\u5927\u6f32\u6642\u591a\u51fa\u4f86\u7684\u90a3\u6bb5\u5831\u916c\uff0c\u63db\u4f86\u7684\u662f\u7d44\u5408\u7684\u98a8\u96aa\u7559\u5728\u81ea\u5df1\u9078\u7684\u6c34\u6e96\u3002<\/p>\n\n<h2 class=\"wp-block-heading\">\u63a5\u4e0b\u4f86\u8981\u770b\u7684\u65e5\u671f<\/h2>\n\n<figure class=\"wp-block-table\"><table>\n<thead>\n<tr>\n<th style=\"text-align: center;\">\u65e5\u671f<\/th>\n<th style=\"text-align: center;\">\u4e8b\u4ef6<\/th>\n<th style=\"text-align: center;\">\u4f86\u6e90<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"text-align: center;\">2026-11-11<\/td>\n<td style=\"text-align: center;\">MSCI 11 \u6708\u5b63\u5ea6\u6307\u6578\u5be9\u6838\u516c\u5e03<\/td>\n<td style=\"text-align: center;\">MSCI<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">2026-12-01<\/td>\n<td style=\"text-align: center;\">MSCI 11 \u6708\u5b63\u5ea6\u6307\u6578\u5be9\u6838\u751f\u6548<\/td>\n<td style=\"text-align: center;\">MSCI<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">2026-12-31<\/td>\n<td style=\"text-align: center;\">2026 \u5e74\u6700\u5f8c\u4e00\u500b\u4ea4\u6613\u65e5<\/td>\n<td style=\"text-align: center;\">\u8b49\u4ea4\u6240<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/figure>\n\n<p class=\"wp-block-paragraph\">\u56de\u5230\u958b\u982d\u90a3\u4f4d\u6295\u8cc7\u4eba\u3002\u4e03\u6210\u4e00\u7684\u80a1\u7968\u6bd4\u91cd\u672c\u8eab\u6c92\u6709\u5c0d\u932f\uff0c\u554f\u984c\u5728\u65bc\u9019\u500b\u6bd4\u91cd\u662f\u5e02\u5834\u66ff\u4ed6\u9078\u7684\u3002\u5982\u679c\u4e03\u6210\u4e00\u662f\u4ed6\u73fe\u5728\u9858\u610f\u627f\u64d4\u7684\u98a8\u96aa\uff0c\u5c31\u628a\u65b0\u7684\u76ee\u6a19\u5beb\u4e0b\u4f86\uff1b\u5982\u679c\u4e0d\u662f\uff0c\u5c31\u8a72\u8abf\u56de\u516d\u6210\u3002<\/p>\n\n<h2 class=\"wp-block-heading\">\u4e0b\u4e00\u6b65<\/h2>\n\n<p class=\"wp-block-paragraph\">\u60f3\u77e5\u9053\u518d\u5e73\u8861\u53ef\u4ee5\u600e\u9ebc\u81ea\u52d5\u57f7\u884c\uff0c\u53ef\u4ee5\u770b<a href=\"https:\/\/blog.roboadvisor.com.tw\/?p=1703\">\u963f\u723e\u767c\u6a5f\u5668\u4eba\u7406\u8ca1\u81ea\u52d5\u518d\u5e73\u8861\u4ecb\u7d39<\/a>\u3002<\/p>\n\n<script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\", \"@type\": \"FAQPage\", \"mainEntity\": 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style=\"border-radius:50px;color:#ffffff;background-color:#006ece;text-align:center;display:block;box-sizing:border-box;font-weight:700;\">\u514d\u8cbb\u8a3b\u518a\u963f\u723e\u767c\u6703\u54e1<\/a>\n    <\/div>\n\n    <div class=\"wp-block-button rwd-btn-wrapper\">\n        <a class=\"wp-block-button__link has-text-color has-background wp-element-button rwd-btn-link\" href=\"https:\/\/urli.ai\/line\/XpZpxkKi\" style=\"border-radius:50px;color:#ffffff;background-color:#00b900;text-align:center;display:block;box-sizing:border-box;font-weight:700;\">\u7acb\u5373\u52a0\u5165\u963f\u723e\u767c\u5b98\u65b9Line@<\/a>\n    <\/div>\n\n<\/div>\n<\/div>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">\u53c3\u8003\u6587\u737b<\/h2>\n\n<ul class=\"wp-block-list\">\n<li>\u81fa\u7063\u8b49\u5238\u4ea4\u6613\u6240\uff0c\u6bcf\u65e5\u5e02\u5834\u6210\u4ea4\u8cc7\u8a0a\uff08FMTQIK\uff09\uff0c2025-12\u30012026-01 \u81f3 2026-10 \u5404\u6708\uff1b\u6bcf\u65e5\u6536\u76e4\u884c\u60c5\uff082026-10-15\uff09\uff1ahttps:\/\/www.twse.com.tw\/zh\/trading\/historical\/fmtqik.html<\/li>\n<li>\u81fa\u7063\u8b49\u5238\u4ea4\u6613\u6240\uff0c115 \u5e74\u5e02\u5834\u958b\u4f11\u5e02\u65e5\u671f\uff1ahttps:\/\/www.twse.com.tw\/zh\/trading\/holiday.html<\/li>\n<li>\u81fa\u7063\u671f\u8ca8\u4ea4\u6613\u6240\uff0c\u81fa\u7063\u8b49\u5238\u4ea4\u6613\u6240\u767c\u884c\u91cf\u52a0\u6b0a\u80a1\u50f9\u6307\u6578\u6210\u5206\u80a1\u66a8\u5e02\u503c\u6bd4\u91cd\uff0c\u8cc7\u6599\u65e5\u671f 2026-09-30\uff1ahttps:\/\/www.taifex.com.tw\/cht\/9\/futuresQADetail<\/li>\n<li>MSCI\uff0cMSCI ACWI Index (USD) Factsheet\uff0c2026-09-30\uff1ahttps:\/\/www.msci.com\/documents\/10199\/a71b65b5-d0ea-4b5c-a709-24b1213bc3c5<\/li>\n<li>MSCI\uff0cMSCI Announces the Next Eight Index Review Dates\uff0c2026-08-12\uff1ahttps:\/\/www.msci.com\/eqb\/pressreleases\/archive\/ir_dates.pdf<\/li>\n<li>Colleen M. Jaconetti\u3001Francis M. Kinniry Jr.\u3001Yan Zilbering\uff0c<em>Best practices for portfolio rebalancing<\/em>\uff0cVanguard Research\uff0c2010-07\u3002<\/li>\n<li>\u793a\u7bc4\u8a66\u7b97\uff1a\u963f\u723e\u767c\u6295\u8cc7\u7814\u7a76\u5718\u968a\u8a08\u7b97<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">\u91cd\u8981\u8072\u660e<\/h2>\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u7531\u963f\u723e\u767c\u8b49\u5238\u6295\u8cc7\u9867\u554f\u80a1\u4efd\u6709\u9650\u516c\u53f8\u7de8\u88fd\uff0c\u50c5\u4f9b\u53c3\u8003\uff0c\u4e0d\u69cb\u6210\u4efb\u4f55\u91d1\u878d\u5546\u54c1\u4e4b\u8981\u7d04\u3001\u62db\u652c\u6216\u63a8\u4ecb\uff0c\u4ea6\u975e\u91dd\u5c0d\u7279\u5b9a\u6295\u8cc7\u4eba\u4e4b\u500b\u5225\u6295\u8cc7\u5efa\u8b70\uff1b\u6295\u8cc7\u4eba\u61c9\u4f9d\u81ea\u8eab\u8ca1\u52d9\u72c0\u6cc1\u3001\u6295\u8cc7\u76ee\u6a19\u8207\u98a8\u96aa\u627f\u53d7\u5ea6\u5be9\u614e\u8a55\u4f30\uff0c\u4e26\u81ea\u884c\u627f\u64d4\u6295\u8cc7\u98a8\u96aa\u3002\u6587\u4e2d\u793a\u7bc4\u8a66\u7b97\u4fc2\u4ee5\u52a0\u6b0a\u6307\u6578\u6f32\u8dcc\u5e45\u4ee3\u5165\u4e4b\u5047\u8a2d\u60c5\u5883\uff0c\u672a\u8a08\u80a1\u5229\u3001\u8cbb\u7528\u8207\u7a05\u8ca0\uff1b\u5f15\u7528\u4e4b\u7814\u7a76\u6578\u64da\u70ba\u6b77\u53f2\u8cc7\u6599\u6a21\u64ec\uff0c\u5747\u4e0d\u4ee3\u8868\u4efb\u4f55\u5be6\u969b\u5e33\u6236\u7e3e\u6548\uff0c\u4ea6\u975e\u5c0d\u672a\u4f86\u4e4b\u9810\u6e2c\u6216\u4fdd\u8b49\u3002\u904e\u53bb\u7e3e\u6548\u4e0d\u4ee3\u8868\u672a\u4f86\u8868\u73fe\u3002\u963f\u723e\u767c\u8b49\u5238\u6295\u8cc7\u9867\u554f\u80a1\u4efd\u6709\u9650\u516c\u53f8\u3000115\u91d1\u7ba1\u6295\u9867\u65b0\u5b57\u7b2c019\u865f<\/p>","protected":false},"excerpt":{"rendered":"<p>\u52a0\u6b0a\u6307\u6578 10 \u6708 6 \u65e5\u6536 49,822.55 \u9ede\u5275\u6b77\u53f2\u65b0\u9ad8\uff0c10 \u6708 15 \u65e5\u6536 46,969.87 \u9ede\uff0c\u4eca\u5e74\u4ecd\u6f32\u7d04 62%\u3002\u5e74\u521d\u80a1\u516d\u50b5\u56db\u7684\u7d44\u5408\u82e5\u80a1\u7968\u653e\u53f0\u80a1\u5927\u76e4\uff0c\u80a1\u7968\u6bd4\u91cd\u5df2\u88ab\u52d5\u5347\u5230\u7d04\u4e03\u6210\u4e00\u3002\u793a\u7bc4\u7b97\u4f8b\u8aaa\u660e\u6bd4\u91cd\u600e\u9ebc\u6f02\u79fb\uff0c\u6bd4\u8f03\u5b9a\u671f\u3001\u504f\u96e2\u9580\u6abb\u8207\u65b0\u8cc7\u91d1\u4e09\u7a2e\u518d\u5e73\u8861\u505a\u6cd5\uff0c\u4e26\u6574\u7406 Vanguard \u7814\u7a76\uff1a\u518d\u5e73\u8861\u7ba1\u7684\u662f\u98a8\u96aa\u3002<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"\u53f0\u80a1\u4eca\u5e74\u6f32\u7d04\u516d\u6210\uff0c\u80a1\u516d\u50b5\u56db\u5df2\u6f02\u5230\u80a1\u7968\u7d04\u4e03\u6210\u4e00\u3002\u6bd4\u8f03\u5b9a\u671f\u3001\u504f\u96e2\u9580\u6abb\u3001\u65b0\u8cc7\u91d1\u4e09\u7a2e\u518d\u5e73\u8861\u505a\u6cd5\u3002","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[565],"tags":[116,598,600,597,601,371,451,599],"class_list":["post-16755","post","type-post","status-publish","format-standard","hentry","category--etf","tag-116","tag-598","tag-600","tag-597","tag-601","tag-371","tag-451","tag-599"],"blocksy_meta":[],"jetpack_sharing_enabled":true,"jetpack-related-posts":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/16755","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=16755"}],"version-history":[{"count":4,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/16755\/revisions"}],"predecessor-version":[{"id":16899,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/16755\/revisions\/16899"}],"wp:attachment":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=16755"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=16755"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=16755"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}